Wealth Plan Investment Management, LLC Purchases and Sells in Q1 2024

Wealth Plan Investment Management, LLC

  • $590 Million
  • Q1 2024

Top Buys

Incresed Positions

75 operations
Stock Shares change Price Range Shares Held Trade History
135K
+ 297.18%
$58.61 - $175.86 $7.93M - $23.8M
181K $10.9M
261
+ 0.74%
$359.29 - $420.52 $93.8K - $110K
35.7K $15M
33.6K
+ 19.99%
$52.18 - $52.82 $1.75M - $1.77M
202K $10.6M
3.02K
+ 4.63%
$136.15 - $157.38 $411K - $475K
68.2K $10.6M
822
+ 1.78%
$144.57 - $180.38 $119K - $148K
46.9K $8.47M
39.9K
+ 33.49%
$51.38 - $73.13 $2.05M - $2.92M
159K $9.99M
View all

New Holdings

16 operations
Stock Shares change Price Range Shares Held Trade History
106K
New
$69.45 - $87.54 $7.35M - $9.27M
106K $9.27M
35K
New
$34.88 - $65.58 $1.22M - $2.29M
35K $2.21M
18.4K
New
$77.09 - $89.88 $1.42M - $1.65M
18.4K $1.65M
2.7K
New
$113.24 - $131.95 $306K - $356K
2.7K $356K
1.8K
New
$135.32 - $211.38 $244K - $380K
1.8K $324K
1.71K
New
$136.17 - $175.72 $232K - $300K
1.71K $288K
View all

Top Sells

Reduced Positions

71 operations
Stock Shares change Price Range Shares Held Trade History
-2.26K
- 0.82%
$169.0 - $195.18 $382K - $442K
273K $46.9M
-56K
- 90.48%
$78.2 - $86.99 $4.38M - $4.87M
5.9K $512K
-125K
- 95.21%
$33.57 - $36.78 $4.18M - $4.58M
6.27K $230K
-51.1K
- 28.43%
$56.11 - $61.66 $2.87M - $3.15M
129K $7.93M
-27K
- 33.03%
$82.58 - $89.9 $2.23M - $2.43M
54.7K $4.92M
-58.9K
- 38.62%
$30.2 - $32.01 $1.78M - $1.88M
93.6K $2.99M
View all
Activity Summary
Buys All Purchases 91 New Holdings 16 Increased Positions 75 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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